Stifel Financial Corp First Tr Iii Calif Mun High In Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$47.17 - $49.28 $380,661 - $397,689	-8,070 Reduced 61.5%	5,052 $238,000
Q2 2023 Aug 14, 2023	SELL	$48.23 - $49.81 $9,260 - $9,563	-192 Reduced 1.44%	13,122 $642,000
Q1 2023 May 12, 2023	SELL	$48.34 - $49.9 $441,875 - $456,135	-9,141 Reduced 40.71%	13,314 $655,000
Q4 2022 Feb 13, 2023	SELL	$46.25 - $48.99 $14,753 - $15,627	-319 Reduced 1.4%	22,455 $1.09 Million
Q3 2022 Nov 14, 2022	SELL	$46.82 - $49.83 $212,094 - $225,729	-4,530 Reduced 16.59%	22,774 $1.07 Million
Q2 2022 Aug 15, 2022	SELL	$47.85 - $51.04 $72,397 - $77,223	-1,513 Reduced 5.25%	27,304 $1.32 Million
Q1 2022 May 13, 2022	SELL	$50.89 - $54.72 $105,851 - $113,817	-2,080 Reduced 6.73%	28,817 $1.47 Million
Q4 2021 Feb 14, 2022	BUY	$54.17 - $54.91 $56,174 - $56,941	1,037 Added 3.47%	30,897 $1.69 Million
Q3 2021 Nov 15, 2021	BUY	$54.52 - $55.63 $272,054 - $277,593	4,990 Added 20.06%	29,860 $1.63 Million
Q2 2021 Aug 13, 2021	BUY	$53.97 - $55.29 $743,706 - $761,896	13,780 Added 124.26%	24,870 $1.37 Million
Q1 2021 May 14, 2021	BUY	$53.59 - $54.94 $152,517 - $156,359	2,846 Added 34.52%	11,090 $598,000
Q4 2020 Feb 12, 2021	SELL	$52.65 - $54.26 $45,752 - $47,151	-869 Reduced 9.54%	8,244 $446,000
Q3 2020 Nov 16, 2020	SELL	$52.13 - $53.46 $199,292 - $204,377	-3,823 Reduced 29.55%	9,113 $481,000
Q2 2020 Aug 14, 2020	SELL	$49.22 - $52.2 $154,550 - $163,908	-3,140 Reduced 19.53%	12,936 $675,000
Q1 2020 May 14, 2020	BUY	$46.9 - $55.06 $753,964 - $885,144	16,076 New	16,076 $822,000

Others Institutions Holding FCAL

# of Institutions

70

Shares Held

4.34M

Call Options Held

0

Put Options Held

0

About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
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